We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
326
Cohen Investment Advisors
New Hampshire
$439K +$6.09K +118 +1%
ZB
327
Zions Bancorporation
Utah
$439K +$140K +2,702 +46%
RCM
328
RNC Capital Management
California
$438K +$16K +310 +4%
DCM
329
DGS Capital Management
New Jersey
$438K +$21.1K +408 +5%
GSWM
330
Greenup Street Wealth Management
Michigan
$436K -$120K -2,325 -21%
SFA
331
Semmax Financial Advisors
North Carolina
$435K -$59.1K -1,145 -12%
CCP
332
Corient Capital Partners
California
$433K +$34.5K +668 +9%
CT
333
Caldwell Trust
Florida
$426K +$15.2K +295 +4%
MPPW
334
Mitchell & Pahl Private Wealth
Oklahoma
$423K -$2.58K -50 -0.6%
HC
335
Henshaw Capital
Massachusetts
$422K +$94.4K +1,829 +29%
SAM
336
Secure Asset Management
Michigan
$418K +$117K +2,271 +39%
GIM
337
Groesbeck Investment Management
New Jersey
$418K +$420K +8,140 New
CGL
338
Clarius Group LLC
Washington
$412K
CSIC
339
Clifford Swan Investment Counsel
California
$411K
GWM
340
GSB Wealth Management
Connecticut
$410K
Prudential Financial
341
Prudential Financial
New Jersey
$408K +$127K +2,458 +45%
PWM
342
Perigon Wealth Management
California
$404K +$1.5K +29 +0.4%
ABLA
343
Alan B. Lancz & Associates
Ohio
$399K
TWI
344
Thomas White International
Illinois
$397K
QCG
345
Quadrant Capital Group
Ohio
$397K +$34K +658 +9%
MA
346
Mezzasalma Advisors
New Jersey
$393K
SCM
347
Stonebridge Capital Management
California
$392K
MC
348
Moors & Cabot
Massachusetts
$388K -$723 -14 -0.2%
SRC
349
Sage Rhino Capital
California
$385K +$155 +3 +0%
FTA
350
Financial & Tax Architects
Missouri
$382K -$5.32K -103 -1%